Financial Planning Advisor & Client Growth Specialist

FINANCIAL ALLIANCE PTE. LTD.; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

FINANCIAL ALLIANCE PTE. LTD. in Singapore seeks a proactive financial adviser to profile clients' needs and provide purposeful financial guidance, aligning strategies with their goals.

You will grow your own client base through sales activities and company programs, using planning techniques such as asset allocation, unit trusts, life and health insurance, wills and trust services, and by delivering seminars and presentations.

Qualifications

• Minimum GCE A Levels or Diploma.
• CMFAS modules 5, 8, 8A, 9 and 9A preferred.
• Strong communication and teamwork skills.
• Sales/marketing experience is a plus.

Responsibilities

• Profile clients' needs and provide financial guidance.
• Acquire new clients through personal efforts or company activities.
• Develop a financially savvy clientele via planning techniques (Asset Allocation, Unit Trusts, Life/Health Insurance, Wills and Trust).
• Engage in business development activities, including client presentations, seminars and workshops.

Skills

Self-motivated

Competitive spirit

Communication ability

Team player

Learning attitude

Sales experience

Education

GCE A Levels or Diploma

Job description

FINANCIAL ALLIANCE PTE. LTD. in Singapore seeks a proactive financial adviser to profile clients' needs and provide purposeful financial guidance, aligning strategies with their goals.

You will grow your own client base through sales activities and company programs, using planning techniques such as asset allocation, unit trusts, life and health insurance, wills and trust services, and by delivering seminars and presentations.